Appointments are made anytime during office hours, 9:00 AM to 7:00 PM on weekdays or between 11:00 AM and 5:00 PM on Saturdays. It takes about 1 to 1½ hours to prepare a typical return. For more information, see “Office Hours” on the Contact page.

What to Bring to an Appointment:

  • Any income statements such as W-2, 1099-G, or 1099-MISC
  • Bank statements, 1099-INT or 1099-DIV or equivalent
  • Receipts appropriate to your business (Schedule C – Sole Proprietor, Schedule E (Rental, Partnership or S-Corporation or Schedule F – Farming).  Call for specifics and we will send you an Organizer
  • Student loan information (1098-E)
  • Tuition paid (1098-T)
  • Social Security earnings (SSA-1099)
  • Stock basis information when stocks are sold
  • Estimated tax information (if applicable)
  • Mortgage interest (Form 1098)
  • Real estate taxes
  • County excise tax on car license plates
  • Contributions to non-profit organizations
  • K1 (1041), K1 (1065) or K1 (1120S)
  • Union Dues
  • Checking or savings account information (routing transit number and deposit account number) if you want your refund by direct deposit

**I also can exchange information using a secure portal, just ask me about the details**

Filing Options

  • Paper filing – the entire return including W-2s and 1099s are sent to the IRS through the US mail.  If the client is receiving a refund, it can be directly deposited or a paper check can be issued.  If the client owes the IRS money, a check has to be attached to the return.
  • Electronic filing – The entire return is sent as an electronic file directly to the IRS computers.  If the client is receiving a refund, it can be directly deposited or a paper check can be issued.  If the client owes the IRS money, the debt can be taken directly from a checking account or a check can be attached to the return.
  • Refund Transfer Loan (RTL) – The client’s return is filed electronically and the information is sent to our banking partner, who will issue the RTL.  When the return has been processed by the IRS, the bank sends an electronic indicator that allows me to print a cashier’s check for the refund, less the preparer’s and bank’s fees.  The process from filing to printing the cashier’s check usually takes between 10 to 14 days to complete.  This type of loan is appropriate for those who cannot pay for their tax preparation fees upfront because the fees are deducted from the taxpayer’s refund.

Payment Options

  • Cash or check
  • Any credit card
  • RTL


  • 10% discount for multiple returns within the same family
  • 10% discount for referrals (10% for a maximum of 5 or 50% discount)
  • 10% discount for single parents
  • 15% discount for senior citizens (55 or over, at least one person on return)
  • 10% discount to active and retired military
  • All discounts are additive up to 100%